Welcome to FaithWorks Tax & Advisory LLC.

Please follow the steps below to begin your tax services. Completing these steps helps us prepare accurately and serve you efficiently.

Step 1: Complete the New Client Intake Form

The intake form allows us to understand your tax situation before reviewing documents or scheduling services.
Please complete this form first.

⏱ Estimated time: 5–8 minutes

👉 [Click to Complete Intake Form]

This form is secure and used for information-gathering only. Final tax results depend on documents provided.

Step 2: Upload Documents Securely

After completing the intake form, upload your tax documents through our secure client portal or mobile app.

Accepted documents include:

• W-2s and 1099s

• Prior-year tax returns

• Business income and expense records

• Mortgage and student loan statements

• IRS or state notices

If you do not yet have all documents, upload what you have. We will follow up if anything is missing.

please download

What Happens Next

Once your intake form and documents are received:

✔ We review your information
✔ We confirm scope of services and pricing
✔ We contact you if additional information is needed
✔ Your return is prepared with care, accuracy, and integrity

Need Help or Have Questions?

If you experience technical issues or have questions about the process, please contact us and we’ll be happy to assist.

👉 [Contact Us]